See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,304 | $82,664-62.1% | $125,339-75.0% | $68,494-54.3% |
| Participation rate | 40.7% | 75.0%-34.3pp | 82.4%-41.6pp | 67.9%-27.1pp |
| Annual return | -17.63% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,160 | $3,381-65.7% | $4,814-75.9% | $2,596-55.3% |
| Participant deferral / active EE | $1,499 | $6,110-75.5% | $7,446-79.9% | $4,027-62.8% |
| Admin fee / account holder | $145 | $6,275-97.7% | $10,010-98.5% | $5,403-97.3% |